Civic Intelligence

Sugar Plum Cotillion

990EZ • Fiscal year 2022 • EIN 76-0089079

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 13, 2023

Organization ProfileN/A
6830 NapierHouston, TX 77069

(713) 816-0902

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

94th percentile

0.77x

Higher debt load relative to assets than 94% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

93rd percentile

0.82x

Higher debt load relative to revenue than 93% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Net Margin

64th percentile

8.8%

Higher net margin than 64% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • 501(c)7 • <$500k nonprofits • Source year 2022

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

33rd percentile

0.6%

Faster revenue growth than 33% of similar nonprofits.

2022 filings • 501(c)7 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$156,741

Up $18,990 (+14%) from 2021

Net Assets

$36,449

No earlier filing loaded for comparison.

Liabilities

Up

$120,292

Up $6,180 (+5.4%) from 2021

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin64th percentile

Revenue

Up

$146,089

Up $862 (+0.6%) from 2021

Expenses

Down

$133,279

Down $10,363 (-7.2%) from 2021

Net Income

Up

$12,810

Up $11,225 (+708%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0-$50KAssets 2014: $90,283Liabilities 2014: $90,0002014Assets 2015: $92,611Liabilities 2015: $92,4252015Assets 2016: $101,572Liabilities 2016: $92,3652016Assets 2017: $95,088Liabilities 2017: $92,365Net Assets 2017: $2,7232017Assets 2018: $87,996Liabilities 2018: $90,375Net Assets 2018: -$2,3792018Assets 2019: $99,550Liabilities 2019: $99,9502019Assets 2021: $137,751Liabilities 2021: $114,1122021Assets 2022: $156,741Liabilities 2022: $120,292Net Assets 2022: $36,4492022Assets 2023: $20,325Net Assets 2023: $20,3252023Assets 2024: $148,331Liabilities 2024: $114,900Net Assets 2024: $33,4312024Assets 2025: $132,811Liabilities 2025: $116,500Net Assets 2025: $16,3112025

Highlighted filing

2022

Assets$156,741
Liabilities$120,292
Net Assets$36,449
Open 2022 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2014: $131,146Expenses 2014: $150,216Net Income 2014: -$19,0702014Revenue 2015: $166,346Expenses 2015: $166,443Net Income 2015: -$972015Revenue 2016: $146,098Expenses 2016: $137,077Net Income 2016: $9,0212016Revenue 2017: $156,171Expenses 2017: $159,597Net Income 2017: -$3,4262017Revenue 2018: $166,254Expenses 2018: $171,356Net Income 2018: -$5,1022018Revenue 2019: $143,026Expenses 2019: $140,703Net Income 2019: $2,3232019Revenue 2021: $145,227Expenses 2021: $143,642Net Income 2021: $1,5852021Revenue 2022: $146,089Expenses 2022: $133,279Net Income 2022: $12,8102022Revenue 2023: $170,361Expenses 2023: $178,743Net Income 2023: -$8,3822023Revenue 2024: $188,064Expenses 2024: $174,958Net Income 2024: $13,1062024Revenue 2025: $164,872Expenses 2025: $181,992Net Income 2025: -$17,1202025

Highlighted filing

2022

Revenue$146,089
Expenses$133,279
Net Income$12,810
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 13, 2023
Return Version
2021v4.1
Gross Receipts
$146,089
Mission and Program Overview

Mission

Advance the social, intellectual and cultural life of its members and to strive for the betterment of these aims. Events are planned,conducted and established to reinforce social skills in area young women.

Program Services

DescriptionGrantsExpenses
Debutane ball, membership tea and other functions.(See schedule O)$0$166,443
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan DeShazerExecutive ChairmanPT$0--
Elisabeth StewartMembership Chairman-$0--
Anne DavisBall ChairmanPT$0--
Tracy WaitesTreasurerPT$0--
Deborah HowellRecording Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Sugar Plum Cotillion
EIN
76-0089079
Phone
7138160902
Address
6830 Napier, Houston, TX 77069

Signing Officer

Name
Tracy Waites
Title
Treasurer
Phone
7138160902
Signed
2023-01-13

Preparer

Firm
Vicki W Rau CPA
Address
6919 Mickwayne Ct, Houston, TX 77069
Preparer
Vicki W Rau
Phone
7132011790
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Misc Income-Storage unit 2083.”

Form 990EZ, Part I, Line 16

“First Event Expense 19761.”

Form 990EZ, Part I, Line 16

“Second Event Expense 21793.”

Form 990EZ, Part I, Line 16

“Debutante Ball Expense 64350.”

Form 990EZ, Part I, Line 16

“Debutante Expense 2861.”

Form 990EZ, Part I, Line 16

“Membership Tea Expense 9873.”

Form 990EZ, Part I, Line 16

“Age Group Expense 11990.”

Form 990EZ, Part I, Line 16

“Insurance Expense 1524.”

Form 990EZ, Part I, Line 16

“Misc. Expense 1127.”

Form 990EZ, Part II, Line 24

“Prepaid Expense 2910. 2910.”

Form 990EZ, Part II, Line 26

“Other Liabilities 121854. 120292.”

Raw XML Appendix151 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Tracy Waites
IRS990EZ/BooksInCareOfDetail/PhoneNum07138160902
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06830 Napier
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Houston
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd077069
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153831
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012810
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145493
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0156741
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0146089
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0122400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt023639
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036449
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt023639
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036449
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Susan DeShazer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Elisabeth Stewart
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Anne Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tracy Waites
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Deborah Howell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Membership Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Ball Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Recording Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02910
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02910
IRS990EZ/OtherExpensesTotalAmt0133279
IRS990EZ/OtherRevenueTotalAmt02083
IRS990EZ/PrimaryExemptPurposeTxt0Advance the social, intellectual and cultural life of its members and to strive for the betterment of these aims. Events are planned,conducted and established to reinforce social skills in area young women.
IRS990EZ/ProgramServiceRevenueAmt021600
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Debutane ball, membership tea and other functions.(See schedule O)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0166443
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0121854
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0120292
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0133279
IRS990EZ/TotalProgramServiceExpensesAmt0166443
IRS990EZ/TotalRevenueAmt0146089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Misc Income-Storage unit 2083.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1First Event Expense 19761.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Second Event Expense 21793.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Debutante Ball Expense 64350.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Debutante Expense 2861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership Tea Expense 9873.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Age Group Expense 11990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Insurance Expense 1524.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Misc. Expense 1127.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expense 2910. 2910.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Other Liabilities 121854. 120292.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0Form 990-EZ was mailed into the IRS on a timely basis.However treasurer was unaware that form 990-EZ need to be filed electronically until she received the mailed in 990-EZ form back from the IRS.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Tracy Waites
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum07138160902
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUGAR PLUM COTILLION
ReturnHeader/Filer/BusinessNameControlTxt0SUGA
ReturnHeader/Filer/EIN0760089079
ReturnHeader/Filer/PhoneNum07138160902
ReturnHeader/Filer/USAddress/AddressLine1Txt06830 Napier
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vicki W Rau CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06919 Mickwayne Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077069
ReturnHeader/PreparerPersonGrp/PhoneNum07132011790
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vicki W Rau
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-15T21:45:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Tracy
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Waites
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,741
Liabilities
$120,292
Net assets
$36,449
Revenue
$146,089
Expenses
$133,279
Net income
$12,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.33$1.17$0.16$1.65$1.82$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.48$1.15$0.33$1.88$1.75$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.20$0.20$1.70$1.79$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.57$1.20$0.36$1.46$1.33$0.13
2021Summary only. Only limited summary data is available for this year.$1.38$1.14$1.45$1.44$0.02
2019Summary only. Only limited summary data is available for this year.$1.00$1.00$1.43$1.41$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.90$0.02$1.66$1.71$0.05
2017Detailed filing. Detailed filing data is available for this year.$0.95$0.92$0.03$1.56$1.60$0.03
2016Summary only. Only limited summary data is available for this year.$1.02$0.92$1.46$1.37$0.09
2015Summary only. Only limited summary data is available for this year.$0.93$0.92$1.66$1.66$0.00
2014Summary only. Only limited summary data is available for this year.$0.90$0.90$1.31$1.50$0.19